Latest Institutional Purchases of Ishares Tr Msci Eafe ETF (EFA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.17K+ 4.74% |
$87.3K - $99K
|
25.8K
$2.3M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.16K+ 1.57% |
$86.8K - $98.4K
|
75K
$6.69M
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.14K+ 0.56% |
$85.3K - $96.8K
|
205K
$18.3M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1.1K+ 21.15% |
$82.3K - $93.4K
|
6.3K
$562K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.07K+ 4.05% |
$80.2K - $91K
|
27.5K
$2.46M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 16.05% |
$80K - $90.7K
|
7.73K
$690K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.04KNew |
$77.9K - $88.4K
|
1.04K
$92.9K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.03K+ 15.37% |
$76.9K - $87.3K
|
7.72K
$689K
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.03K+ 3.78% |
$76.9K - $87.2K
|
28.2K
$2.52M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 4.16% |
$76.6K - $86.9K
|
25.6K
$2.29M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.02K+ 17.79% |
$76.3K - $86.6K
|
6.75K
$603K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1K+ 0.85% |
$75K - $85.1K
|
118K
$10.6M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 2.77% |
$74.9K - $84.9K
|
37K
$3.31M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
996+ 442.67% |
$74.6K - $84.6K
|
1.22K
$109K
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
992+ 0.93% |
$74.3K - $84.2K
|
108K
$9.61M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
966+ 3.93% |
$72.3K - $82K
|
25.6K
$2.28M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
952New |
$71.3K - $80.8K
|
952
$85K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
947+ 6.99% |
$70.9K - $80.4K
|
14.5K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
932+ 69.29% |
$69.8K - $79.1K
|
2.28K
$203K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
927+ 1.69% |
$69.4K - $78.7K
|
55.8K
$4.98M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
900+ 12.52% |
$67.4K - $76.4K
|
8.09K
$722K
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
882New |
$66K - $74.9K
|
882
$78.7K
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
873+ 32.83% |
$65.3K - $74.1K
|
3.53K
$315K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
855+ 32.52% |
$64K - $72.6K
|
3.48K
$311K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
822+ 10.65% |
$61.5K - $69.8K
|
8.54K
$762K
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
814+ 21.99% |
$60.9K - $69.1K
|
4.52K
$403K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
812+ 31.61% |
$60.8K - $68.9K
|
3.38K
$302K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
810+ 1.19% |
$60.6K - $68.8K
|
68.8K
$6.14M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
809New |
$60.6K - $68.7K
|
809
$72.2K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
800+ 2.56% |
$59.9K - $67.9K
|
32.1K
$2.86M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
786+ 0.66% |
$58.8K - $66.7K
|
120K
$10.7M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
752+ 3.43% |
$56.3K - $63.8K
|
22.7K
$2.03M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
742+ 2.3% |
$55.5K - $63K
|
33K
$2.94M
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
709+ 20.08% |
$53.1K - $60.2K
|
4.24K
$378K
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
708+ 19.4% |
$53K - $60.1K
|
4.36K
$389K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
690+ 0.33% |
$51.6K - $58.6K
|
211K
$18.8M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
684+ 4.07% |
$51.2K - $58.1K
|
17.5K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
682+ 16.71% |
$51K - $57.9K
|
4.76K
$425K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
678+ 3.45% |
$50.7K - $57.6K
|
20.3K
$1.81M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
674+ 3.85% |
$50.4K - $57.2K
|
18.2K
$1.62M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
667+ 7.8% |
$49.9K - $56.6K
|
9.22K
$823K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
664+ 5.87% |
$49.7K - $56.4K
|
12K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
663+ 0.75% |
$49.6K - $56.3K
|
88.9K
$7.93M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
660New |
$49.4K - $56K
|
660
$58.9K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
655+ 2.43% |
$49K - $55.6K
|
27.6K
$2.46M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
637New |
$47.7K - $54.1K
|
637
$56.8K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
626+ 13.05% |
$46.9K - $53.1K
|
5.42K
$484K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
618+ 8.6% |
$46.3K - $52.5K
|
7.81K
$697K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
608+ 22.58% |
$45.5K - $51.6K
|
3.3K
$295K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
584+ 1.9% |
$43.7K - $49.6K
|
31.2K
$2.79M
|